There was a time in the not-too-distant past when the main method benefits brokers and agents used to engage clients was a face-to-face meeting. In a break room. Remember? Well, that time has passed like optional health insurance…

Technology has made a profound impact on the benefits industry, and it’s sure to change the way brokers and agents do business for decades to come. New gadgets, websites, tools and apps are unveiled in the marketplace almost every day. Brokers and agents would be wise to adapt. Ignore new technology and ignore yourself out of a living.

Emergent technologies are allowing brokers to do a host of tasks—such as enrollments, education and communications—previously done on paper with some degree of tedium.

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